Avery Cook is a registered investment advisor at Orion Portfolio Solutions, LLC, based in Berwyn, PA, with 27 years of industry experience. Avery is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 187,975 clients with $65B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.45% |
| $3.0M - $4.0M | 0.40% |
| $4.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
Schedule reflects administration fees for the Wealth Advisory program on the Orion Portfolio Solutions platform. Other programs have separate fee schedules (e.g., Brinker Capital Wealth Advisory at a flat 0.65%, Core Guided Manager starting at 0.35%). An annual $75 fee applies to accounts or sleeves under $100,000. Fees are negotiable.
Fee Estimator
Location
1055 Westlakes Drive, Suite 250, Berwyn, PA, 19312
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Orion Portfolio Solutions, LLC
Brinker Capital Securities, LLCBroker
Previous Registrations
Orion Portfolio Solutions, LLC
Brinker Capital Investments, LLC.
Brinker Capital INC
Vanguard Marketing CorporationBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Timothy Holland, CFAOrion Portfolio Solutions, LLC
- Kyle Hahn, PFSOrion Portfolio Solutions, LLC
- Thomas Wilson, CFAOrion Portfolio Solutions, LLC
- David Rosenblum, CFA, CFPOrion Portfolio Solutions, LLC
- Charles Aronica, CFAOrion Portfolio Solutions, LLC
- Jamie Ryan, CFAOrion Portfolio Solutions, LLC